See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,618 | $69,763-46.1% | $67,502-44.3% | $74,495-49.5% |
| Participation rate | 46.0% | 71.4%-25.3pp | 72.9%-26.9pp | 67.2%-21.2pp |
| Annual return | 15.68% | -40.34%+56.0pp | 3512.12%-3496.4pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $637 | $2,704-76.4% | $2,731-76.7% | $2,623-75.7% |
| Participant deferral / active EE | $1,375 | $3,636-62.2% | $4,000-65.6% | $4,346-68.4% |
| Admin fee / account holder | $1,268 | $896+41.5% | $3,998-68.3% | $1,942-34.7% |